Use the Sponsor Portal to create purchase orders (POs) that follow an approval workflow. The PO first goes to a School Admin for approval and then to the bookkeeper for printing and posting. Before a sponsor can create POs, they must register and be set up in SFO.

Note

If your district uses Active Directory, the bookkeeper only needs to assign accounts to the sponsor. Sponsors access the portal using their AD credentials.

Registering as a Sponsor

  1. Go to the Sponsor Portal website using the format: [yourdistrict][state abbreviation].sfo.schoolcash.net/sponsorportal. For example, if your district is Orange County, FL, the address would look like orangefl.sfo.schoolcash.net/sponsorportal.

    Click on the Need to register for an account? link.

    Note

    If your district uses Active Directory, enter your AD credentials instead of registering manually.

  2. Fill in all fields and click the Submit button. A confirmation message appears, letting you know that the bookkeeper must now assign accounts to you.

  3. Notify the school bookkeeper that you have registered and wait for your accounts to be assigned.
  4. After registration, use the same web address to access your account: [yourdistrict][state abbreviation].sfo.schoolcash.net/sponsorportal.

    Note

    Clicking the Sponsor Portal logo always brings you back to the main screen.

Once your accounts are assigned, go to the portal URL, enter your username and password from registration, and the Sponsor Portal main screen displays.

My Accounts

Click on My Accounts to view the accounts assigned to you.

Note

Click the Sponsor Portal logo to return to the main screen at any time.

History

Click on History and select an account to see balance and transaction details. Year-to-date information appears at the top. To view details for a specific date range, enter a start and end date.

Select Detail (view only) to view transactions on-screen or Detail (printable) to generate a printable report.

Vendors

View or print vendor information.

Select an account from the dropdown. Then select the vendor associated with that account. Viewable information displays automatically. Select Detail (Printable) to print the vendor history.

Receiptees

View or print receiptee information.

Just like with vendors, select an account and then select a receiptee. Information displays on-screen, and you can also generate a printable history report.

Purchase Request

Sponsors can create purchase orders directly in the portal. Once saved, the PO appears in the Unposted Purchase Order Register. The bookkeeper reviews and submits it to the School Admin for approval.

Click on Purchase Request, complete the PO form, and click Save. A confirmation message appears.

When the PO is ready to submit, click SEND BATCH to send it to the school bookkeeper for review.

The bookkeeper reviews and accepts the PO, then sends it to the School Admin for approval or denial. After a decision, the PO returns to the bookkeeper for printing and posting.

Purchase Review

After the PO is posted in SFO, you can review it from the Purchase Review screen. All POs appear in the grid. Click on any PO to review its details.

My Profile

Click on My Profile to change your password. If a sponsor forgets their password, the bookkeeper can assign a temporary one. After logging in, go to My Profile to enter a new password and click Save.

Logout

Click on Logout to return to the Sponsor Portal login screen.